ELCO Management’s Alliance Resource Partners ARLP Stock Holding History

ELCO Management’s Portfolio ARLP Stock Details ARLP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-28,240	Closed	-$742K	–	157
2024 Q4	$742K	Sell	28,240 -1,510	-5%	-$39.5K	0.39%	60
2024 Q3	$744K	Buy	29,750 +120	+0.4%	+$2.9K	0.4%	59
2024 Q2	$725K	Buy	29,630 +200	+0.7%	+$4.53K	0.42%	55
2024 Q1	$590K	Buy	29,430 +2,302	+8%	+$46.9K	0.36%	65
2023 Q4	$575K	Buy	27,128 +2,913	+12%	+$63.1K	0.38%	62
2023 Q3	$546K	Buy	+24,215	New	+$483K	0.39%	62

Other funds holding ARLP

Magnolia Group Omaha, Nebraska $538M AUM 5.13% 1-Year Est. Return

P3I

Progeny 3 Inc Kirkland, Washington $1.87B AUM 30.4% 1-Year Est. Return

JHCP

Jackson Hole Capital Partners Tulsa, Oklahoma $605M AUM 22.77% 1-Year Est. Return

RIA

Recurrent Investment Advisors Houston, Texas $1.66B AUM 38.27% 1-Year Est. Return

ACGA

Atlanta Consulting Group Advisors Atlanta, Georgia $465M AUM 17.21% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

ELCO Management's ARLP Position: Q1 2025 in Review

ELCO Management sold out of Alliance Resource Partners (ARLP) in Q1 2025, closing a stake of 28,240 shares — an estimated $742K sold.

ELCO Management first reported a position in ARLP in Q3 2023 and held it in 6 quarters. The position peaked at $744K in Q3 2024. 159 funds tracked by Wall St. Rank hold ARLP as of Q1 2025.

ELCO Management reported no remaining Alliance Resource Partners position as of Q1 2025 after selling out during the quarter.
ELCO Management sold 28,240 Alliance Resource Partners shares in Q1 2025, an estimated $742K.
ELCO Management first reported a position in Alliance Resource Partners in Q3 2023 and held it in 6 quarters.
ELCO Management's Alliance Resource Partners position peaked at $744K in Q3 2024.
159 funds tracked by Wall St. Rank held Alliance Resource Partners as of Q1 2025.

Based on ELCO Management's 13F filing for Q1 2025, filed 1 May 2025.